Filed April 15, 2025 (most recent of 8 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,455 | $72,012+132.5% | $185,823-9.9% | $79,858+109.7% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 15.43% | 23.12%-7.7pp | 35.95%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,350 | $1,965+325.0% | $4,087+104.3% | $2,471+237.9% |
| Participant deferral / active EE | $7,387 | $3,779+95.5% | $5,632+31.2% | $3,740+97.5% |
| Admin fee / account holder | $12,159 | $4,513+169.4% | $9,500+28.0% | $5,306+129.1% |